The Portal is the entry point for all of Taktikal's solutions as well as where user & account management takes place.
Drop & Sign
Drop & Sign is Taktikal’s solution for digital signing. Any type of PDF document can be uploaded and sent to one or more recipients to request their signature.
See Drop & Sign for detailed description
Information on activity, i.e. who initiated a process and when, as well as who signed what and when, for all processes from Drop & Sign and AML/KYC Smart Forms are displayed here as shown.
Specific permission can be granted for a company administrator to see activity log of certain users within it's company. Contact us at email@example.com to enable this permission.
Fill & Sign
A list of all available Fill & Sign documents is displayed here with options to view it's draft, download the PDF or update it's flow. Clicking on the flow will redirect to our Fill & Sign editor.
See Fill & Sign for detailed description
Adding a document to use with our Fill & Sign product.
See Smart Forms for a detailed description.
See AML for a detailed description.
Legal Person, Company Executive & Related To Company
PEP & Sanctions
See PEP & Sanctions for a detailed description.
Search results confirmation is available to download in PDF form.
See MiFID for a detailed description
A list of contacts is displayed here with options to change e-mail, phone number or delete a contact. Adding a contact is also done on this page.
When adding a contact, users can be added to groups which can be accesses throughout the application thus when specifying a person to send a document to, a group can then be selected instead to select multiple users at once.
These groups can then be viewed in the
Usage statistics are provided to give more of a detailed insight along with environmental statistics which can also be injected to your own website. See documentation